Filed December 23, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,772 | $135,956-28.8% | $123,894-21.9% | $273,972-64.7% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 8.46% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,349 | $6,343+126.2% | $5,984+139.8% | $5,287+171.4% |
| Admin fee / account holder | $13,404 | $9,817+36.5% | $8,357+60.4% | $10,133+32.3% |